CWSRF (Chartwell Retirement Residences) Institutional Ownership: 0.27% (As of Jul. 22, 2026)

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CWSRF Chartwell Retirement Residences CWSRF
69 GF Score
Price $16.05
GF Value $13.43
Valuation Modestly Overvalued
! 11 Warning Signs
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What is Chartwell Retirement Residences Institutional Ownership?

Chartwell Retirement Residences CWSRF -0.99% 69 Institutional Ownership is 0.27% as of Jul. 22, 2026. GuruFocus rates CWSRF with a GF Score™ of 69/100 and a GF Value™ of $13.43 (Modestly Overvalued). The stock has 11 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Chartwell Retirement Residences's institutional ownership is 0.27%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Chartwell Retirement Residences's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Chartwell Retirement Residences's Float Percentage Of Total Shares Outstanding is 0.00%.

Chartwell Retirement Residences Institutional Ownership Historical Data

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The historical data trend for Chartwell Retirement Residences's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Chartwell Retirement Residences Institutional Ownership Chart

Chartwell Retirement Residences Historical Data

The historical data trend for Chartwell Retirement Residences can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 38.24 38.83 40.25 41.14 41.15 41.82 40.69 40.24 38.93 39.22
CWSRF
69GF Score
Chartwell Retirement Residences CWSRF
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Chartwell Retirement Residences Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 0.27% mean?
Chartwell Retirement Residences (CWSRF) has a Institutional Ownership of 0.27% as of Jul. 22, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Chartwell Retirement Residences and its competitors.
Is Chartwell Retirement Residences' Institutional Ownership too high?
Chartwell Retirement Residences' current Institutional Ownership is 0.27%. Overall, Chartwell Retirement Residences has a GF Score™ of 69/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Chartwell Retirement Residences' Institutional Ownership compare to WELL and VTR?
Chartwell Retirement Residences' Institutional Ownership of 0.27% can be compared against companies in the REITs industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a REITs company?
A good Institutional Ownership depends on the REITs industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Chartwell Retirement Residences and its competitors. Chartwell Retirement Residences's current Institutional Ownership is 0.27%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chartwell Retirement Residences stock overvalued right now?
Based on GuruFocus' analysis, Chartwell Retirement Residences (CWSRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $13.43, compared to a current price of $16.05 — trading 19.5% above its estimated fair value. The current Institutional Ownership is 0.27%. Chartwell Retirement Residences' overall GF Score™ is 69/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Chartwell Retirement Residences (CWSRF), the current Institutional Ownership is 0.27% as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Chartwell Retirement Residences (CWSRF) Overvalued in 2026?

Based on GuruFocus' analysis, Chartwell Retirement Residences stock appears to be overvalued. The current stock price of $16.05 is trading 19.5% above its estimated GF Value™ of $13.43. GuruFocus considers Chartwell Retirement Residences to be Modestly Overvalued.

Key valuation signals for CWSRF:

  • Institutional Ownership: 0.27%
  • GF Value™: $13.43 vs. price of $16.05 (19.5% above fair value)
  • GF Score™: 69/100 with 11 warning signs

No single metric tells the full story. See the CWSRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Chartwell Retirement Residences Business Description

Industry Real EstateREITs
Other Exchanges CSH.UN:Canada
Address 7070 Derrycrest Drive, Mississauga, ON, CAN, L5W 0G5
Chartwell Retirement Residences is an unincorporated open-ended real estate trust that is engaged in the ownership, operations, and management of retirement residences and long-term care homes in Canada. The company generates key revenue from retirement operations, which include retirement residences that the company owns and operates in Canada. The retirement residences provide services to residents at rates set by Chartwell based on the services provided and market conditions.
69GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$16.05
Price
$13.43
GF Value